Introduction
What is Hubspot?
HubSpot is an all-in-one inbound marketing, sales, and customer service software platform. It helps businesses attract visitors, convert leads, and close customers by offering tools for content management, social media marketing, email marketing, and customer relationship management (CRM).
What is CogniVis AI?
CogniVis AI is a platform that enables you to pull data from different
sources and combine them with each other to
create practically useful AI tools. Sources may include
your internal company knowledgebase and a variety of
most popular business apps like GitHub, Jira, Slack,
and more.
This enables you to easily create
AI chatbot assistants (internal),
custom generators and even
embeddable AI chat widgets trained on your data.
How CogniVis AI works with Hubspot?
HubSpot Connector pulls in all relevant data from a specified HubSpot account. It then processes this data to generate insights, reports, and summaries.
- Tickets
- Ticket title
- Ticket content
- Associated emails
- Notes related to the ticket
- Extendable Sources
- Knowledge Bases
- Documents
- Other custom sources as required
Configuration
Generate a Personal Access Token
To connect CogniVis AI with HubSpot, you need to generate a Personal Access Token in HubSpot. This token will be used to authenticate the connection between CogniVis AI and HubSpot.
Sign In
Sign into your HubSpot account.
Navigate to Personal API keys
Go to settings.
In the sidenav, click on Integrations and select Private Apps.
Create a new private app
Click on Create a private app button.
-
Name your token something like "CogniVis Connector".
-
Go to Scopes in navbar and pick the Tickets scope.
- In the top-right, select the "Create app" button and copy the generated token.
Add the connector to CogniVis
Navigate to CogniVis Connectors
In CogniVis, go to Admin Panel, then in the sidebar choose Add connector. You will find the HubSpot connector setup page there.
Open HubSpot connector setup pageAdd your HubSpot token
Add your HubSpot token & click Update.
Define access
After deciding whether the documents should be public or not, press the connect button.
Free trial
If you are interested in creating your own automations and workflows with artificial intelligence based on your data, you can request a free trial of our solution. Please book a demo with us to get started.
book a demoOn-premise
Enterprise organizations can choose to deploy this connector on-premise. On-premise deployment provides additional security and privacy, it means that the connector will be hosted on your own servers which you can control and manage.
This option is suitable for organizations that have strict data privacy and security requirements, want to integrate with their existing infrastructure, or need to comply with specific local regulations.
Contact our team & learn about options of deploying this connector on premise.
book a demo learn more about on-premise aiUse cases
Check out potential benefits and use cases for this connector.
Enhanced Customer Support
CogniVis AI can analyze support tickets and associated emails from HubSpot to provide instant, accurate responses to customer inquiries. By understanding the context and history of each ticket, the AI can deliver tailored solutions, improving customer satisfaction and reducing response times.
Sales Insights and Predictions
Integrate HubSpot's sales data to generate predictive analytics and sales insights. AI can identify trends, forecast future sales, and provide recommendations for improving sales strategies. This helps sales teams make data-driven decisions and refine their approaches.
Automated Reporting
CogniVis AI can automatically generate comprehensive reports by pulling data from HubSpot, such as ticket status, customer interactions, and sales performance. These reports can be customized to meet specific business needs, saving time and ensuring accuracy.
Personalized Marketing Campaigns
By analyzing customer data from HubSpot, the AI can create personalized marketing campaigns that target specific customer segments. This ensures that marketing efforts are more effective and relevant, leading to higher engagement and conversion rates.
Streamlined Workflows
AI can automate routine tasks such as updating ticket statuses, sending follow-up emails, and logging notes. This integration streamlines workflows, allowing teams to focus on more strategic activities and increasing overall productivity.
Knowledge Base Enhancement
Integrate HubSpot data with internal knowledge bases to create a more robust and comprehensive resource. AI can identify gaps in the knowledge base and suggest new content based on common queries and issues from support tickets.
Customer Sentiment Analysis
CogniVis AI can analyze the tone and sentiment of customer interactions recorded in HubSpot. This helps businesses understand customer sentiment, identify potential issues early, and take proactive steps to improve customer experience.
Lead Scoring and Qualification
Use AI to analyze data from HubSpot and score leads based on their likelihood to convert. This helps sales teams prioritize high-quality leads and focus their efforts on prospects with the highest potential, improving conversion rates.
Real-Time Notifications
Set up real-time notifications for critical events, such as high-priority tickets or significant changes in customer behavior. This ensures that teams can respond promptly to important issues and opportunities, maintaining high levels of service and engagement.
Cross-Platform Data Integration
Combine HubSpot data with information from other business apps like Jira, Slack, and GitHub. This holistic view allows AI to provide more comprehensive insights and recommendations, enhancing decision-making and strategic planning.